Copper Leaf Financial, a wealth-management firm based in Williston, has promoted Operations Specialist Maia Furnari to firm administrator. Furnari joined Copper Leaf in 2021 and recently earned an MBA at Champlain College.
In her new role, Furnari is responsible for maintaining an organized and efficient firm as well as ensuring that operations and client service runs smoothly. She is involved in the day-to-day business of the firm and actively works in administration and office workflow, compliance, communications, finance and human resources.
“We are thrilled to welcome Maia to our leadership team,” said Chief Operating Officer Kathryn Diedrichsen. “She has been a tremendous asset to us, and we are extremely confident in her ability to manage all of the firm’s administrative and operational processes.”